Fixed Interest Fund

Oracle Fixed Interest Fund

Oracle’s Fixed Interest Fund provides a reliable income stream by investing in high quality fixed income securities.

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Secure your wealth with reliable income

The Oracle Fixed Interest Fund (‘Fund’) provides investors a reliable income stream derived from a portfolio of high quality corporate bonds. Using a unique strategy combining capital growth and regular interest payments, investors can relax, knowing their capital is in safe hands while living off the income.

We invest in bonds that are issued to large banks and companies, many of which are listed on the Australian Securities Exchange as well as the United States or European stock exchanges.

Investment Objective

To provide a secure and predictable income stream with moderate capital growth.

Portfolio Manager

Ashley Cox

Investment Universe

Primarily Australian Fixed Interest including corporate bonds, listed sub-debt, listed hybrids and cash.

Benchmark

Bloomberg Ausbond Credit 0+Y Index

Portfolio Performance

As at 31 May 2024

1mth 3mth 6mth 1 yr 2 yr p.a Inception*
Fixed Interest 0.79% 2.58% 5.95% 9.92% 6.11% 2.49%
Benchmark (Bloomberg Ausbond Credit 0+Y Index) 0.70% 0.68% 3.27% 4.52% 3.79% 0.39%
Outperformance 0.09% 1.90% 2.68% 5.40% 2.32% 2.10%

* Inception date is 1 Dec 2021

Fund performance is after management fees and other costs as described in the Product Disclosure Statement.
These figures represent historical performance only. Past performance should not be taken as an indication of future performance.

Investment Strategy

To invest in credit securities with strong management, and balance sheets that display characteristics such as sufficient liquidity and low levels of gearing. Diversification is achieved mainly through investment in securities across a range of industries.

Investment Philosophy

At Oracle we fundamentally believe that sustainable earnings growth drives stock prices over the medium to long term. Finding these opportunities at a reasonable valuation is the key to superior returns over time.

Investment Fees

Management Fee

0.70% of gross assets per annum (inclusive of GST net of reduced income tax credit (RITC))

Performance Fee

Nil

Investment Management

Issuer

Oracle Investment Management Pty Ltd
One Managed Investment Funds Limited

How to invest in the Fixed Interest Fund

1. Read the Product Disclosure Statement and Target Market Determination 
2. Contact Oracle Advisory Group today or speak to an adviser to complete the process.

Not ready to invest yet?

View our latest quarterly report to get a great insight into our approach and our portfolios, or give one of our advisors a call to for more information on the best fit for you.

Request a copy of the quarterly report in the form below

Call 02 4088 6444

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Property Securities Portfolio

Invest in listed Australian property across a broad range of sectors.

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